Posted by Sslee > 2 weeks ago | Report Abuse

Aiyoyo Mike/John donkey did not know most of Yinson international income and asset is in USD.

So what he is talking about Where as Yinson on Brazil currency ( FPSO Anna Nery , Maria n Atlanta oil field in Brazil)?
USD to BRL Chart
+19.50%
(2Y)
USD to BRL Chart
+24.80%
(1Y)
USD to BRL Chart
+1.80%
(1M)

Is he so dumb and beleive the FPSO leasees selling their crude oil in Brazil currency?

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho ss leee after became Kon since 2020… skin is getting thick n thicker …

Oh or too desperate liaw as this year 65 /66 … still working alone in Indonesia ke … kesian le .. pls don’t toxic the working land le .. kesian le ..🤣🤣🤣

Posted by Sslee > 2 weeks ago | Report Abuse

Aiyoyo Mike/John donkey can't even show me the proof/evident jayatiasa FY24 : Impairment of Total RM 151.2 million!😱🤔

Is he so dumb and mistaken depreciation for impairment?

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho oh TinKosongleader Kon ss leee call his gang is DonkeyyTinKosong gang ke .. most suitable Name le …👍🤣🤣… no wander he is the Leader le :

1.) owned Claimed TA n FA Guru in Yinson .. see 5 waves is coming wow , but did not know the Waves name is EW .

2.) Shouting happily said Yinson Wave 2 is coming wow but did not know Wave 2 is Downtrend…

3.) did not understand Labour Expenses n Capex.

4.) Did not understand Corporate Structure: Group subsidiaries n associates company, Direct n Indirect and to plan Corporate Taxes. ( as Insas No corporate structure) .

5.) Did not understand Current Ratio n DE Ratio .

6.) Did not understand FCF Growth n DCF .

7.) Did not understand Jaks Financial Reports is follow IFRS ( ie Cash Flow from Investing activities rather Operating activities, as Yinson is not follow IFRS , currently Financial Reports is Operating Lease rather Finance Lease ( IFRS ).

8.) Did not understand Impairment n Depreciation .

9.) finally is cannot read n understand Financial Reports such as Jtiasa Annual Reports on Impairments.

10.) as usual a DonkeyyTinKosongLeader Kon ss leee is thick skin , best in Pretending n Twisting shamelessly…

Posted by Sslee > 2 weeks ago | Report Abuse

Aiyoyo Mike/John donkey, if you don't open your mouth no one will know you are such a dumbass.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Yinson

>> Referred to QR ended October 2024 :

Total Loans and borrowings 19,373 m

Going to be insolvency ke ???😱🤫


IMF:特朗普关税威胁 全球利率恐飙高
2025年01月11日



华盛顿11日讯）国际货币基金（IMF）总裁克里斯塔利娜·格奥尔基耶娃表示，美国当选总统特朗普的关税威胁，已经推高了全球较长期借贷成本。

Posted by jjohnchew > 2 weeks ago | Report Abuse

Jtiasa :

Pulau Bruit is identified by Sarawak govt is suitable for Hybrid Rice cultivation on February 2024 …

Hoho After Sarawak govt settled the Dispute with Petronas … more funding on Hybrid rice cultivation to expedite the Projects….


与砂石油公司达协议 国油年开销料低于100亿
2025年01月12日


（八打灵再也11日讯）肯纳格投行估计，国家石油公司（Petronas）与砂拉越石油公司（Petros）达成天然气分销协议后，国油可能削减的资本开销，每年料不超过100亿令吉。

Posted by jjohnchew > 2 weeks ago | Report Abuse

Yinson FY2024 Annual Report:

1.) Loss from net investment Hedge , ( RM 125 million)

2.) Reclassification of changes in fair value of cash flow hedges , ( RM 180 million) .

3.) Interest expenses on Loans n Borrowing = RM 1,118 million.

4.) Treasury shares ( SBB ) : 157,333,000 unit ( 4.94 % , RM 369 million)

5.) Loans n Borrowings :

A.) Sukuk Wakalah : Fixed rate at 5.55 % per annum : RM 1,005 million

B.) Term Loans :

1.) Fixed rate at 12.0 % per annum USD > RM 1,061 million

2.) Fixed rate at 13.88 % per annum USD > RM 1,237 million.

3.) Floating rate vary based on Cost of funds USD > RM 478 million

4.) Floating rate vary based on Secured Overnight Financing Rate USD > RM 10,808 million.

5.) Floating rate vary based on Cost of funds INR > RM 851 million

5.a) INR > RM 141 million

Rate is reset every 5 years .

6.) Revolving Credits

Floating rate vary based on Cost of funds USD > RM 115 million

C.) Unsecured:

7.) Term Loans : Floating rate vary based on Secured Overnight Financing Rate USD > RM 543 million.

8.) Revolving Credits: Floating rate vary based on KLIBOR RM 179 million

9.) Floating rate vary based on Cost of funds RM 101 million.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho , these r the famous twisting wordings from kon alibaba / scenery / Jedi1985/ JediMaster ( during he is posting non facts n figures in my Case Study forum ,


- no time to entertain you
- no time to sleep
- no time to see other ppl posts

- cute n funny
- cannot think properly
- act like kid


- said cut win Lambo in netx ... n won 500 % ... posted in Lambo on 3/8/2020 , price 5 sen , up to 8 sen on 12/8 , then down to 5 sen in a week ... so cute n funny still cry papa cry mama chasing Kon actor Ular grandma for making him lost....haha what a kid ke !!!

- Scenery 1st post in Netx is on 26/9/2020 .. where as Con artist callvin is not posting / seldom posting in netx starting Oct 2020 .. as Kon artist ssleee kon gang Victoryong aka Probability n Good123 start posting on 3/10/2020 ...

After is exposed kon alibaba .. scenery get mad n started barkking :

- He is defending kon alibaba saying kon is promoted at 1 sen ...

- how he knew kon alibaba is promoted at 1 sen as kon alibaba had deleted all his posts in Lambo . Kon alibaba 1 st post in i3 is on 2/7/2020 in Pegasus ..Scenery 1st post in i3 is on 3/8/2020 ...

- Twisting that kon alibaba posts r being flag post removed then being deleted ... all ke ? If so good promoted at 1 sen , sure will have some posts r not being flag post removed .. just a lie..

- On the day i queried Scenery .. Kon alibaba is posted in Zelan ( based on bet list ) together with new id actors.


Hoho read thru his posting , before posting in Netx , his character is totally different .. even saying ppl in i3 is not smart ....



>> haha wat a kid cute n funny accusation ... calvin other half is sandrakkc / polycarb..

scenery Kon Mike, U see, this witchliar/ular/dragonslayer alwasy prove me right, whenever I said calvin conman, she sure turn out n bark for her calvin kor kor.

She get into trouble also bec ppl said she is calvin's cousin when she wanted to be her lover.
29/03/2021 3:14 PM


Haha now accuse Konactor Ular is bribe or threat Lee9fold for not posting .. r u mentally stress .. go see a doctor ...

——

As said this case study is for sharing ond gain info to improve our investing skills n knowledge and to expose Kon n Actor :

Do own homework , own analysis , Own Decisions as only you know your risk level ..

Decisions is changing upon New information, New facts n figures…

If you cannot withstand mentally stress , better dont touch ...

Posted by jjohnchew > 2 weeks ago | Report Abuse

Repost :

Hoho Je-dieMasker loss naked in Lambo ( is delisted on October 2024 ) until mentally depression ke .. used id Alibaba/ YongKimFool / JeDi1985 as Promoter since 2020 ….


👉Why yr posts only started on end August 2024 … after bullshittting without facts n figures own deleted …


JediMaster1
JediMaster1 | Joined since 2017-05-15


Investing Experience Advanced
Risk Profile Low


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Stock: [JAKS]: JAKS RESOURCES BERHAD
2024-08-30 08:19 | Report Abuse

Very sure JAKS will Bankruptcy and go 0 valua in one day !!!

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho oh what a coincidence le .. kon ss leee … Probability is aka id Victor Yong .. JedieMaster is aka id Yong Kim fool le …😱🤔

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho are these a coincidence ke 😱:

1.) Kon ss leee: Xingquin is Delisted on September 2019 due to Account Fraud.

2.) Buy what u Not Understand: Serba is Delisted on June 2024 due to Account Fraud.

3.) JediMasker : Lambo is Delisted on October 2024 .

Lambo was classified as a Guidance Note 3 (GN3) company in Feb 2023, after its external auditors had expressed a disclaimer of opinion on the company’s consolidated audited financial statements for the 16-month period ended Sept 30, 2022.

CAS Malaysia PLT said, in its auditor’s report, that among the bases for the disclaimer of opinion was the inability to ascertain the accuracy, completeness and validity of the financial statements concerning Lambo’s subsidiary Fujian Accsoft Technology Development Co Ltd.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho will this be same as Jtiasa on Other Information as posted earlier..😱😱😱🤫

—-
CAS Malaysia PLT said, in its auditor’s report, that among the bases for the disclaimer of opinion was the inability to ascertain the accuracy, completeness and validity of the financial statements concerning Lambo’s subsidiary Fujian Accsoft Technology Development Co Ltd.

Posted by jjohnchew > 2 weeks ago | Report Abuse

2nd Volume Play Case Study in PA on 2021 with 2 objectives : 



👉 a) To share n learn Investment knowledge n skills as Newbie n ikanbilis. 



👉 b ) To Exposé kon man n actor… 

No Respect on Kon n Actor ..

in PA .. Case Study is from Mid Uptrend , ie : 16.5 sen Up to 24 sen before share consolidation 2 into 1 … Peak is 59 sen ( Point 1 ) … then down with swing swing swing many times .. tanam biji dan tuai hasil many times … after which highligted to learn to try to catch the starting Uptrend to Point 1 ( Peak Range ) ..

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho the First try is on Capital A ..

Repost :

Stock: [YINSON]: YINSON HOLDINGS BHD
2 days ago | Report Abuse



Hoho r u the one ,donnkeyy… on Capital A for 2 years.. a forumer said since 2020 wow , correct ke … 



I am still laughing with my Balance Free Tickets , cost RM 0.58 ( Capital A lowest price RM 0.56 ) to strike Jackpot “ out from PN17 “ .. 




After dancing as Negative commentators for years with I3lirker in Capital A .. kon ss leee only recently said is OK .. .. 


—

Posted by Sslee > 15 minutes ago | Report Abuse 



That donkey not even know AA planes were leased from lessors.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho the 2nd try is on JAKS …

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho when Sslleee is Promoted Petronm at RM 7.00 in Insas ..I am oredi highlighted is at P1 ( Point 1 : Peak Range ) .. Going to be P2 : sliding down ..then P3 : Swing Swing Swing Up .. then P4 : down trend …

Posted by Sslee > 2 weeks ago | Report Abuse

Me is to expose fake figures and facts used by unscrupulous actor/actors and prevent newbie from falling to such unscrupulous actor/actors.

By the way it is so easy to fact check Mike/John donkey fake facts and figures.

Repost:
Posted by JediMaster1 > Jan 12, 2025 11:43 AM | Report Abuse

Hoho Miketikus @ donkey john don’t be shame here !!!

None of the smart investors here believe your trash Post !

Even blind can see how you twisted all the facts and figures !

I suspected you are the illegal immigrates coz malaysian won't do this kind Thing !

As your standard i think not even finished primary school and you are definitely from wild chiken school ! 😂

You should go and con banggala maybe can con some small money from them !

Beware your trash stock Jaks sure will disappear on bursa !

🤣🤣🤣🤣🤣

Posted by jjohnchew > 2 weeks ago | Report Abuse

1st Lies :


Hoho wow Kon ss leee is an “ Attention Seeker “ .., approached my Question 1st in Netx on 2020 telling Lies replied my post which directed to Konstockraider to bail out Stockraider on Insas-WB whom play wayang in Insas-WB forum with Calvin whom invested RM 5000 …


Then Kon Sslleee said StockRaider Win 1 Myvi in Netx RI .. StockRaider said Win 2 Myvi… both blowing bla bla bla Klon the Wayang Script on Insas and WC …

After KonLee posted in Netx , his Kon gang in Tunepro, Hengyuan, Petronm started to promote Netx … will post n delete own posts …..beware .

—-

Posted by Sslee > 32 minutes ago | Report Abuse

Me is to expose fake figures and facts used by unscrupulous actor/actors and prevent newbie from falling to such unscrupulous actor/actors.

By the way it is so easy to fact check Mike/John donkey fake facts and figures.

Posted by Sslee > 2 weeks ago | Report Abuse

Aiyoyo what you call someone who do not hold any jayatiasa share but everyday come to jayatiasa forum and repost his fake figures and facts on jayatiasa impairment?

And at the same time promote his jaka with fake figures and facts?

Attention seeker, unscrupulous scammer or jobless conman with nothing better to do?

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho DonkeyyTinKosongLeader Kon ss leee is so desperate liaw .. no more facts n figures to support Jtiasa n Yinson…

In fact I am only called him Konartist n Kon .. those Attention Seeker , Dumbasxx , Kidd , Tikuss , Donkeyy are started from the Kon ss leee …

—-
Posted by Sslee > 19 minutes ago | Report Abuse

Aiyoyo what you call someone who do not hold any jayatiasa share but everyday come to jayatiasa forum and repost his fake figures and facts on jayatiasa impairment?

And at the same time promote his jaka with fake figures and facts?

Attention seeker, unscrupulous scammer or jobless conman with nothing better to do?

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho kesian le … Kon ss leee working alone in Indonesia at 65/66 le .. posted in 2020/2021 that did not go to proper Spa even Once per month le …why only went to Jln Alor massage ke with i3lurker/ Balia ..until banana tree cannot grow up anymore le .. why no fertiliser ke on the 🎱 ke …🤣🤣🤣🤫

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho Jtiasa Impairment is not Only 1 year le … looks like this oldd DonkeyyTinKosongLeader Kon ss leee is a oldd donkeyy cannot listen n lazy to learn le …🤣🤣🤣🤫

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho Recap :

No wander the CEO is appointed internally from the Group HQ on FY 21 … as FY20 shl be in Net Profit ( instead of Net Loss ) Without the Impairment Loss, !😱😱😱🤫


FY19 :: Net Loss ( RM 275.7 million ) , with impairment of RM 215 million !😱🤔


FY20 :: Net Loss ( RM 73.5 million ) , with impairment of RM 123.1 million !😱🤔


FY21 : Net Profit RM 31.4 million , but impairment of PPE with Total RM 19.9 million !


FY22 : Net Profit RM 135.7 million , but impairment of PPE RM 177.9 million !😱🤔


FY23 : Net Profit RM 153.6 million…. but No impairment .


FY24 : Net Profit RM 140.6 million , but impairment of PPE with Total RM 151.2 million!😱🤔

👉Remarks : Total Impairment is RM 472.1 million from FY2020 to FY2024 , over 5 years .


👉 Remarks: Total Impairment is RM 687.1 million from FY2019 to FY2024 , over 6 years .😱😱😱😱



👉👉1.) Total Assets is reduced:

2019 : RM 2406 million

2023 : RM 1955 million ( - 451 million )

2024 : RM 1979 million ( + 24 million )

👉👉Is reduced by RM 427 million from 2020 to 2024 , ie : over 5 years .


2.) FY24 : Impairment of Total RM 151.2 million!😱🤔


👉👉👉QR September 2024 : RM 1969.6 million

Posted by jjohnchew > 2 weeks ago | Report Abuse

Jtiasa :

>> Referred to QR ended September 2024 :

👉Total Assets : RM 1970 million vs June 2024 RM 1979 million , is reduced by RM 9 million.

👉👉Acquisition n Disposal of PPE :

> Acquisition = RM 9.1 million
> Disposal = ( RM 0.94 million)

Net Profit RM 72.3 million… with Acquisition of PPE RM 9.1 million.. why Total Assets is still Reduced by RM 9 million Q to Q !!!😱😱😱🤔

Posted by Sslee > 2 weeks ago | Report Abuse

Repost:
Aiyoyo Mike/John donkey can't even show me the proof/evident jayatiasa FY24 : Impairment of Total RM 151.2 million!😱🤔

Is he so dumb and mistaken depreciation for impairment?

By the way he still cannot show proof/evident jaks:
Current tender book exceeds RM4.0 billion, covering water and sewerage systems, flood mitigation projects in multiple states….
👉 as well as EPC roles for our renewable energy projects. ( Note : if LSS5 2000 MW EPCC tender bid is with Low / Single Digit IRR … better do EPC on construction of the Solar Plant/ Farm like Solarvest in LSS4 , EPCC and EPC from those Winners not in the Renewable Energy industry.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho sooner or later shl be like Lambo ke …..

—-

Posted by jjohnchew > 3 hours ago | Report Abuse

Hoho will this be same as Jtiasa on Other Information as posted earlier..😱😱😱🤫

—-
CAS Malaysia PLT said, in its auditor’s report, that among the bases for the disclaimer of opinion was the inability to ascertain the accuracy, completeness and validity of the financial statements concerning Lambo’s subsidiary Fujian Accsoft Technology Development Co Ltd.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Jtiasa :

>> Referred to QR ended September 2024 :

👉Total Assets : RM 1970 million vs June 2024 RM 1979 million , is reduced by RM 9 million.

👉👉Acquisition n Disposal of PPE :

> Acquisition = RM 9.1 million
> Disposal = ( RM 0.94 million)

Net Profit RM 72.3 million… with Acquisition of PPE RM 9.1 million.. why Total Assets is still Reduced by RM 9 million Q to Q !!!😱😱😱🤔

Posted by Sslee > 2 weeks ago | Report Abuse

By the way the last three jayatiasa financial highlight below:
And if you do not know what is Equity Attributable to Equity Holders. It mean (Total asset minus total liabilities)
And EBITDA mean earning before interest expense, tax, depreciation and amortisation)

FINANCIAL HIGHLIGHTS
FINANCIAL STATISTICS
2024 RM’000
2023 RM’000
2022 RM’000
PERFORMANCE
Revenue 1,015,867 854,952 810,770
Profit Before Taxation 200,256 166,797 200,558
Profit After Taxation 128,966 151,802 134,413
Profit Attributable to Equity Holders 128,867 151,791 134,556
EBITDA 356,544 326,017 382,072
Equity Attributable to Equity Holders 1,472,781 1,379,011 1,270,930

Posted by Sslee > 2 weeks ago | Report Abuse

By the way if jaks fail to raise cash to settle loan repayment then jaks will be in loan default and bankers will recall all their loans.

You better pray somehow people are ready to take up the RM 250 million jaks MNH MTN.

Repost:
MNH as at 31/12/2023
Current liabilities RM 204,961,046
Non-current liabilities RM 196,443,411
Non-current assets RM 324,605,814
Current assets RM 5,764,090
Total equity RM (71,034,553)

The MNH RM 250 million medium-term note (MTN) can hardly cover the MNH Current liabilities RM 204,961,046 and how many of Non-current liabilities RM 196,443,411 become due in 2024 and 2025?

Posted by musangfoxking > 2 weeks ago | Report Abuse

hoho...meamning to say
JJchewing jaks 0.32 , now 0.13 cannot recover his loss?? !!??

Posted by Sslee > 2 weeks ago | Report Abuse

Jaks will be another Serba.
Fake profit with fake inventories and receivables.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho no wander Jtiasa CEO is appointed internally from RH group HQ on July 2021 :

👉👉👉Prior to his appointment as CEO, Dato’ Jin was the Chief Operations Officer of
Rimbunan Hijau Group based in Sibu Headquarter since 2019. 👉 He became the Chief Executive Officer of Rimbunan Sawit Berhad from July 2015 until the end of 2018.

Direct % : 0.013 as on 22/9/2024

>>>

COMPANY DESCRIPTION
BORNEO EDIBLE OILS SDN. BHD. was incorporated on 1979-07-30 in Malaysia with registration number of 0049345H / 197901005073.BORNEO EDIBLE OILS SDN. BHD.'s business includes (1) TRADING OF CRUDE PALM OIL & (2) PALM OIL PROCESSING AND ITS RELATED ACTIVITIES


👉(a) A significant revenue of the
company comes from selling CPO
and PK to Borneo Edible Oils Sdn
Bhd (“BEO”), which is 100% owned
by a major shareholder. Is there a
contract arrangement between
Jaya Tiasa and Borneo Edible Oil
which obligate Jaya Tiasa to sell to
BEO? Does the selling price follow
the market price?

There was no contractual agreement that obligates us to sell CPO and PK to BEO. But the Group obtains
a mandate from the shareholders annually to sell
CPO and PK to BEO at the market prices.

(b) In general, what’s the percentage of
CPO produced will be sold via
futures contract?

👉The Company had in 2021 adopted a policy not to
enter into any derivative futures contract. In normal course of business, we sell our CPO based on the average price of MPOB.

Nevertheless, at times, we
do engage in some forward sales when market prices are favourable, allowing us to secure good margins.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho wow like Jtiasa replied on CPO production cost ke : Average production cost is RM 2709 … production cost is Below RM 3000 … 🤣🤣🤣🤫😅

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho Why Jaks is announced on 30/12/2024 given out Dividend after 10 years is No Dividend!👍🤔 


One of Variables in DCF calculation is Growth Rate 

👉 Simply is Yinson DCF is getting Bad or Good ??? 


Yinson CAGR : 

3Y 83% TTM 29.9% 
5Y 51.9% TTM 33.9% 


Jaks CAGR : 

3Y 29.9% TTM 41.2% 
5Y 0.5% TTM - 25%


—-

Posted by xiaoeh > 2 weeks ago | Report Abuse

Posted by Sslee > 14 minutes ago | Report Abuse
Jaks will be another Serba.
Fake profit with fake inventories and receivables.

Dear Sslee sifu
can elaborate more the above for learning purposes...?

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho more TinKosong gang here ke :

👉👉👉Hoho KonFoxy aka Demusang aka 123theman aka Musang King aka stockgal, Loss Naked in Fintec …Best in Twisting without facts n figures …will delete own posts….beware ..


Hoho no wander lo .. FoxyLadyy


MrFox
MrFox | Joined since 2019-02-13

musangfoxking
musangfoxking | Joined since 2014-09-10

stockgal
fatfat | Joined since 2012-10-16


Hoho KonFoxy loss naked in Fintec
>>> Netx — Fintec( mother ) — Adamas HK stock / Nasdaq ( Grandma , Loss in HK Well known restaurant bond n a China mines company bond ).


“ Words of Wisdom “ 🤥🤣🤣🤣

Fintec >>>

2017 : share consolidation 3 into 1

2017 : RI

Nov 2020 : RI at RM 0.08

Apr 2024 : share consolidation 30 into 1

—-

Posted by musangfoxking > 14 minutes ago | Report Abuse

hoho...meamning to say
JJchewing jaks 0.32 , now 0.13 cannot recover his loss?? !!??

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho Yinson working Capital is only Last for 7 months … need to Refinancing ke like sold FPSO Anna Nery 11.8 % equity for USD 49 million , n Divest its offshore support vessel (OSV) business to Icon Offshore Bhd for RM160 million…

Where as Jaks working Capital is always can Last for 12 months : Current Ratio 1.04


>>>

Yinson :

Price : RM 2.64
NTA : RM 1.77

EPS 27.58 sen
Trailing PE (Sector Median: 9.7) 9.5
Current Ratio 0.64
Debt-Equity (DE) Ratio 2.27
FCF Yield -10.58 %
Revenue QoQ -13.49 %
Revenue YoY -34.13%
Profit QoQ -1.48 %
Profit YoY -19.35 %


Jaks :

Price : RM 0.135
NTA : RM 0.60

EPS 0.71 sen
Trailing PE (Sector Median: 21.5) 18.2
Current Ratio 1.04
Debt-Equity (DE) Ratio 0.64
FCF Yield 0.81 %
Revenue QoQ 7.74 %
Revenue YoY 41.26%
Profit QoQ 167.57 %
Profit YoY 215.31 %


——

Posted by Sslee > 2 weeks ago | Report Abuse

Isn't that very fishy come every Q4 multimillion impairment on receivables?

Repost:
Aiyoyo someone still do not understand total receivables impairment for the last 5 years amounted to RM 167 million and reversal of impairment amounted to RM13.6 million make up total net impairment of RM 153.5 million is a clear sign of fraud, malpractice, impropriety and misconduct of insiders syphoning money to their related parties or own pocket.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho Why Jaks is announced on 30/12/2024 given out Dividend after 10 years is No Dividend!👍🤔




One of Variables in DCF calculation is Growth Rate 



👉 Simply is Yinson DCF is getting Bad or Good ???




Yinson CAGR : 

3Y 83% TTM 29.9%

5Y 51.9% TTM 33.9%




Jaks CAGR : 

3Y 29.9% TTM 41.2% 

5Y 0.5% TTM - 25%

Posted by musangfoxking > 2 weeks ago | Report Abuse

hoho Why Jaks chew you !!!!

Posted by jjohnchew > 2 weeks ago | Report Abuse

Stock: [JTIASA]: JAYA TIASA HOLDINGS BHD
8 hours ago | Report Abuse

Hoho total receivables impairment still need the transaction documents: Contract, DO , Invoice, Progressive certificate of claim etc …

Where as Jtiasa Total Impairment on PPE n investment in subsidiaries are Internal….😱🤫


👉👉👉Posted by Sslee > day ago | Report Abuse 

Aiyoyo someone still do not understand total receivables impairment for the last 5 years amounted to RM 167 million and reversal of impairment amounted to RM13.6 million make up total net impairment of RM 153.5 million is a clear sign of fraud, malpractice, impropriety and misconduct of insiders syphoning money to their related parties or own pocket.

Posted by Sslee > 2 weeks ago | Report Abuse

Aiyoyo Serba also give dividend, PP, RI and bond issue and what happen next?

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho are these a coincidence ke 😱: 

1.) Kon ss leee: Xingquin is Delisted on September 2019 due to Account Fraud. 


2.) Buy what u Not Understand: Serba is Delisted on June 2024 due to Account Fraud. 


3.) JediMasker : Lambo is Delisted on October 2024 .


4.) Hoho Kon Musangfoxking loss naked in Fintec
>>> Netx — Fintec( mother ) — Adamas HK stock / Nasdaq ( Grandma , Loss in HK Well known restaurant bond n a China mines company bond ).


“ Words of Wisdom “ 🤥🤣🤣🤣

Fintec >>>

2017 : share consolidation 3 into 1

2017 : RI

Nov 2020 : RI at RM 0.08

Apr 2024 : share consolidation 30 into 1


>> Where as Netx share consolidation 25 into 1 on September 2020 …

Posted by Sslee > 2 weeks ago | Report Abuse

Aiyoyo impairment of planted forest assets is on Discount cash flow of future earning that planted forest assets can generate based on current pricing and future pricing of log.

If your earning is very good then to avoid paying more tax management will take the opportuninity to impair the planted forest asset (accelerated depreciation) so that PBT will be lower and thus paying lower tax.

Whereas impairment of receivables is a conjob to report higher profit in previous years (to pump share price) and then following years noone pay you the receivables because receivables are fake or owed by related parties in the first place and BOD just so kind to wave the payment.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho Yinson shl be the Next ke with High Debt … and Financial Reports did not follow IFRS .. insider said shl follow IFRS starting Next FY .. ie February 2025 to January 2026 … very risky le on those current Financial Reports with Elimination figures… an a News article, copied partially:

It is always a concern when a company’s financial accounts are unclear, causing those perusing the document — which would include bankers, creditors, shareholders and investors — to question the numbers. The primary objective of a company’s financial statements is to present a true and fair view of its performance and position.

The statements should minimise ambiguity and be easily digested by users who presumably have a basic understanding of accounting and finance.


It was only earlier this month that oil and gas player Serba Dinamik Holdings Bhd was delisted from Bursa Malaysia, after grappling with accounting issues since May 2021. It had an impressive earnings track record until reporting irregularities eventually surfaced.

As a result of this and other misadventures by a few oil and gas companies, banks are shying away from funding the sector.
However, it came as a surprise that Yinson Holdings Bhd’s (KL:YINSON) latest financial results had caused anxiety and uncertainty among the analysts who cover the company’s stock. After all, with a market capitalisation of close to RM7.5 billion, Yinson is one of the more respected players and among the success stories in the local oil and gas sector.

One research house’s report on Yinson’s financials mentions “Using financial tools to boost equity returns” while a bank-backed research outfit says, “We have stripped off RM151 million EPCIC (engineering, procurement, construction, installation and commissioning) earnings in arriving at our core profit. We believe Street estimates may not be a good comparison as other analysts regard Yinson’s EPCIC earnings as core profit.”

Another research house notes that Yinson’s “IFRS accounting distortion is growing alongside its leverage”, which could lead to confusion among investors.


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Posted by Sslee > 14 minutes ago | Report Abuse

Aiyoyo Serba also give dividend, PP, RI and bond issue and what happen next?

Posted by Sslee > 2 weeks ago | Report Abuse

Aiyoyo everyone can see for themselve the FPSO build by Yinson.
As of Serba external auditor can't even locate Serba oversea business location. So Serba project, inventories, receivables abd etc are fake.

So is jaks JHDP contruction profit also fake?

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho well planned le after Rsawit le .. Borneo Edible Oils Sdn. Bhd is an associate company of Jtiasa since March 2015 ( same same le… its total assets decreased by 10.37% on 2023 ) …then Jtiasa CEO is appointed internally from RH group HQ on July 2021 ..

Jtiasa CEO was the Chief Operations Officer of Rimbunan Hijau Group based in Sibu Headquarter since 2019. 🤫

👉 He became the Chief Executive Officer of Rimbunan Sawit Berhad from July 2015 until the end of 2018. 😱🤫

Direct % : 0.013 as on 22/9/2024




Borneo Edible Oils Sdn. Bhd

The Board of Directors of JTH wishes to announce that the Company has on 10
March 2015 decided to subscribe for five (5) million new ordinary shares of RM1.00
each in Borneo Edible Oils Sdn Bhd (“BEO”) representing 10% of the proposed
issued and paid-up capital of BEO for investment purpose (“Subscription”).


Borneo Edible Oils Sdn. Bhd

Most recent financial data: 2023

Borneo Edible Oils Sdn. Bhd. is an enterprise located in Malaysia, with the main office in Sibu. The enterprise operates in the Oil Palm Tree Farming industry. It was established on July 30, 1979. 120 (2020) employees currently work for Borneo Edible Oils Sdn. Bhd.. In its most recent financial highlights,

👉 the company reported a net sales revenue increase of 3.98% in 2023. Over the same period, its total assets decreased by 10.37%.

Headquarters
Menara Rimbunan Hijau, 101 Pusat Suria Permata, Jalan Upper Lanang 
Sibu; Sarawak; Postal Code: 96000



Rsawit :

Current Ratio 0.15
Debt-Equity (DE) Ratio 1.25
FCF Yield 3.12 %

😱😱😱: working capital is only can Last for 1.8 months…🤫

Posted by jjohnchew > 2 weeks ago | Report Abuse

Jaks

1.) Vietnam Power Plant 1200MW EPCC RM 8.7 billion …Share of Profit n Dividends :


2020 : RM 3.8 million ( 1 Power Plant is COD on Nov 2020 )


👉 2021 : RM 140.7 million ( The 2nd Power Plant is COD on January 2021 , with BOT 25 years contract until 2046 ).


2022 : RM 156.2 million , Dividend RM 70.0 million


2023 : 1QR = RM 28.326 M , 2QR = RM 32.312 M , 3QR = RM 35.862 M , 4QR = RM 34.503 M plus Dividend RM 27.386 M

2023 : RM 131 million , Dividend RM 27.385 million


Total Share of Profit = RM 431.703 Million

Total Dividend = RM 97.386 Million

Total = RM 529.089 Million

> Share of Profit in QR ended March 2024 =
RM 32.384 million

>> Total = RM 561.463 million


> Share of Profit in QR ended June 2024 = Rm 21.33 million

Dividend = RM 14.21 million

👉 Total = RM 597 million.


> > Share of Profit in QR ended September 2024 = Rm 36.29 million


👉Grand Total 🟰 RM 633.3 million 👍

> Jaks 30 % share in Vietnam Power Plant Joint Venture invested ard RM 600 Million.
( RM 400 million is from the Profit of Construction contract of the Vietnam Power Plant, EPC2.)

Initially PayBack 8 to 9 years ..

Referring to the Grand Total , PayBack period is by 2024 .. ie : from 2021 to 2024 ~~ 4 years ..

👉From Vietnam Power Plant 1200 MW EPCC RM 8.7 Billion started on October 2016 ,
Payback period is 8 years.


按照购电协议，电力售价将随原料价格波动。意味着业务盈利贡献获得保证。Jaks管理层曾透露内部回酬IRR介于12%，PAYBACK PERIOD为8至9年


👉👉👉 Jaks Vietnam JV Power Plant 1200 MW , EPCC RM 8.7 billion is COD on January 2021 with recurring Income for 25 years 👍.

Posted by jjohnchew > 2 weeks ago | Report Abuse

Hoho Jaks Vietnam JV Power Plant 1200 MW :

Investment certificate
* JHDP shall be entitled to 10% tax rate for the full term of the project.
* JHDP shall be exempted from corporate income tax for 4 years and 5% tax rate for another 9 years from 1st year with taxable income or 4th year whichever is earlier.


BOT contract
* 25 years from commercial operation date (COD).
* The power plant shall be transferred to Vietnam Ministry of Industry and Trade (MOIT) at no charge after 25 years.
* JHDP shall pay US$60,000 per day per unit for each day of delay after the deadline. The deadline for unit one shall be 48 months and 54 months for unit 2 after the construction start date. Subject to max of US$15m.
* JHDP shall pay US$150 per KW shortfall below the contacted capacity which is 1112MW subject to max of US$8m.
* JHDP company may terminate the BOT contract due to Vietnam side default or government events such as war, invasion, terrorist, revolution, strikes, none performance of GGU, change of laws.
* In the event of non-government force majeure like earth quake, flood etc, either party can terminate the BOT contract and MOIT has to purchase the assets based on the terms set out in the BOT contract. However, MOIT has the option to continue to pay the capacity charges and JHDP has no right to terminate.

Government guarantee (GGU)
* The GGU provides Vietnam Government Guarantee on all payment obligations of MOIT under the BOT contract and the EVN under the PPA.
* The guarantee on PPA is for 18 years from COD, and the full term of the BOT in the case of MOIT.
* Guarantor shall also pay interest on any sums outstanding.
* GGU also guarantee USD currency conversion and right to remit
* repayment of principal, interest, etc under financing document
* quarterly and annually profit distribution to JPP
* repayment of charter capital
* any expenses due to contracts goods imported
* any expenses due to foreign service contracts
* any payment that are due in foreign currency
*
Power purchase agreement (PPA)
* EVN shall purchase dependable capacity and the net energy output from JHDP.
* JHDP shall finance, design, build, operate and maintain the power plant.
* PPA shall have a duration of 25 years from the COD.
* No sales to third parties other than EVN.
* Non-recourse obligation precludes EVN from further right or claim against or recourse to the investors other than the assets of the BOT company (Vinh PPA)
* Liquidated damages payable by BOT company for outages beyond allowable limit at 105% of capacity payment (Vinh PPA)
* Liquidated damages payable by BOT company for Output at delivery point either less than 97% or more than 103% of output required under dispatch instruction at 5% of capacity payment (Vinh PPA)
*
* JAKS’ POWER PURCHASE AGREEMENT WITH VIETNAM ELECTRICITY (“EVN”) (“PPA”) - The PPA provides for EVN to purchase and the BOT Company to sell electricity generating capacity and electricity generated by the Facility for 25 years after the commercial operation date of the Facility unless extended or earlier terminated as stipulated under the PPA. The tariff charged by JAKS Hai Duong to EVN comprises the capacity charge, energy charge and supplemental charge. Fuel (coal and secondary fuel) and limestone costs will be passed-through costs under the PPA.

Coal supply agreement (CSA)

* Vinacomin shall supply anthracite coal for the full term of the BOT contract.
* Failure of supply gives JHDP the right to source for alternative coal from domestic or foreign sources and seek compensation from Vinacomin for additional costs.
* JAKS’ COAL SUPPLY AGREEMENT WITH VIETNAM NATIONAL COAL-MINERAL INDUSTRIES GROUP (“VINACOMIN”) (“CSA”) - The CSA provides for the delivery by Vinacomin and purchase by JAKS Hai Duong of coal for use in the Project from testing and commissioning until the termination of the BOT Contract or other circumstances as stipulated under the CSA. The quantities of coal to be supplied by Vinacomin will be determined, among other things, by the actual plant load factor and operating performance of the Facility and the quality and other characteristics of the coal used at the Facility. JAKS Hai Duong will have the right to buy from other coal sources in the event Vinacomin is unable to meet its obligations under the CSA and provided that the coal price from the other source have been agreed by both parties and approved by MOIT. There is no take or pay obligation (minimum order obligation) in the CSA.